Citi Wealth Technology - Head of Digital Advisory and Financial Planning Experience

Head Of Digital Advisory And Financial Planning Experience

Citi Wealth is seeking a highly experienced and visionary leader to join our team as the Head of Digital Advisory and Financial Planning Experience Technology. This critical role will be responsible for defining, developing, and executing the technology strategy and roadmap for our digital advisory platforms and financial planning tools, enabling our advisors and clients to achieve their financial goals through innovative, intuitive, and scalable solutions.

The successful candidate will lead a global team of engineers working closely with business stakeholders, product owners, design teams, and other technology groups to deliver best-in-class digital experiences. This role requires a deep understanding of wealth management, financial planning methodologies, digital advisory solutions, and a proven track record in leading large-scale technology transformations in a complex financial services environment, with a strong emphasis on modern technical stacks and AI-driven experiences.

Key Responsibilities

• Strategic Leadership : Develop and articulate a compelling technology vision and strategy for digital advisory and financial planning within Citi Wealth, aligning with overall business objectives and long-term growth aspirations. This includes identifying opportunities for leveraging emerging technologies, particularly Artificial Intelligence and Machine Learning.
• Roadmap Definition & Execution : Own the end-to-end technology roadmap, including prioritization, resource allocation, and timely delivery of features and platforms that enhance the advisor and client experience. Drive the adoption of cutting-edge technologies for responsive and scalable solutions.
• Team Leadership & Development : Lead, mentor, and grow a high-performing global technology team, fostering a culture of innovation, collaboration, and continuous improvement. Provide technical guidance and architectural oversight, particularly for teams working with modern frontend (e.g., Angular) and backend (e.g., Spring Boot) frameworks.
• Platform Modernization & AI Integration : Drive the modernization of existing platforms and the adoption of new technologies (e.g., AI / ML, cloud-native architectures, advanced analytics) to create a flexible, scalable, and resilient technology ecosystem. Specifically, lead the development and integration of AI-powered experiences to enhance financial planning and advisory services.
• Technical Architecture & Standards : Define and enforce robust technical architecture standards, ensuring solutions are built with scalability, security, and performance in mind. Guide the selection and implementation of core technologies like Spring for microservices and Angular for rich user interfaces.
• Stakeholder Management : Collaborate extensively with senior business leaders, product managers, operations, risk, compliance, and other technology partners to gather requirements, manage expectations, and ensure successful delivery.
• Vendor & Partner Management : Evaluate, select, and manage relationships with third-party vendors and strategic partners to leverage external capabilities and accelerate development, especially in areas of AI and specialized financial technology.
• Client & Advisor Experience : Champion a client-centric and advisor-centric approach, ensuring that technology solutions meet user needs, improve efficiency, and drive adoption, with a focus on intuitive interfaces built with modern web technologies.
• Risk & Controls : Ensure all technology solutions adhere to Citi's robust risk and control frameworks, regulatory requirements, and cybersecurity standards.
• Budget Management : Manage the technology budget for digital advisory and financial planning, ensuring efficient allocation of resources and demonstrable ROI.

Qualifications

Education :

Experience :

Skills :

What We Offer

This is a senior leadership role that requires a dynamic and innovative individual who can drive technological excellence and deliver transformational change in the wealth management space, leveraging the latest in AI, frontend, and backend technologies.